13F HOLDINGS REPORT
Taylor Frigon Capital Management LLC
Quarter ended Q3 2025 · Filed October 21, 2025 · Accession 0001632665-25-000008
Total Value
$201.1M
Positions
89
Other Managers
0
Confidential Omitted
No
Holdings (89)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | CREDO TECHNOLOGY GROUP HOLDI | CRDO | 43,013 | $6.3M | 3.11% |
| 2 | ASTERA LABS INC | ALAB | 26,298 | $5.1M | 2.56% |
| 3 | TOWER SEMICONDUCTOR LTD | TSEM | 55,021 | $4.0M | 1.98% |
| 4 | MONOLITHIC PWR SYS INC | 609839105 | 4,142 | $3.8M | 1.90% |
| 5 | PURE STORAGE INC | 74624M102 | 51,758 | $3.8M | 1.88% |
| 6 | CARVANA CO | CVNA | 9,726 | $3.7M | 1.82% |
| 7 | ONTO INNOVATION INC | ONTO | 27,529 | $3.6M | 1.77% |
| 8 | CLOUDFLARE INC | NET | 16,017 | $3.4M | 1.71% |
| 9 | CAMTEK LTD | CAMT | 31,901 | $3.4M | 1.67% |
| 10 | MAIN STR CAP CORP | 56035L104 | 51,643 | $3.3M | 1.63% |
| 11 | MONGODB INC | MDB | 10,501 | $3.3M | 1.62% |
| 12 | IMPINJ INC | PI | 17,967 | $3.2M | 1.61% |
| 13 | ALKAMI TECHNOLOGY INC | ALKT | 119,901 | $3.0M | 1.48% |
| 14 | PROCORE TECHNOLOGIES INC | PCOR | 40,353 | $2.9M | 1.46% |
| 15 | CLEARPOINT NEURO INC | CLPT | 134,024 | $2.9M | 1.45% |
| 16 | HERCULES CAPITAL INC | HCXY | 154,414 | $2.9M | 1.45% |
| 17 | BILL HOLDINGS INC | BILL | 55,062 | $2.9M | 1.45% |
| 18 | KLA CORP | KLAC | 2,678 | $2.9M | 1.44% |
| 19 | MARVELL TECHNOLOGY INC | MRVL | 34,296 | $2.9M | 1.43% |
| 20 | CYBERARK SOFTWARE LTD | M2682V108 | 5,821 | $2.8M | 1.40% |
| 21 | COGENT COMMUNICATIONS HLDGS | CCOI | 73,271 | $2.8M | 1.40% |
| 22 | ALEXANDRIA REAL ESTATE EQ IN | 015271109 | 32,863 | $2.7M | 1.36% |
| 23 | MOBILEYE GLOBAL INC | MBLY | 188,566 | $2.7M | 1.32% |
| 24 | ARES CAPITAL CORP | ARCC | 129,058 | $2.6M | 1.31% |
| 25 | MONDAY COM LTD | MNDY | 13,543 | $2.6M | 1.30% |
| 26 | GITLAB INC | GTLB | 58,176 | $2.6M | 1.30% |
| 27 | FIVERR INTL LTD | M4R82T106 | 109,410 | $2.6M | 1.30% |
| 28 | PROCEPT BIOROBOTICS CORP | PRCT | 72,826 | $2.6M | 1.29% |
| 29 | WIX COM LTD | WIX | 14,617 | $2.6M | 1.29% |
| 30 | NICE LTD | NCSYF | 17,830 | $2.6M | 1.28% |
| 31 | KORNIT DIGITAL LTD | KRNT | 166,871 | $2.5M | 1.25% |
| 32 | DUTCH BROS INC | BROS | 47,467 | $2.5M | 1.24% |
| 33 | AMERICAN EXPRESS CO | AXP | 7,431 | $2.5M | 1.23% |
| 34 | CBIZ INC | CBZ | 45,596 | $2.4M | 1.20% |
| 35 | QUANTA SVCS INC | 74762E102 | 5,793 | $2.4M | 1.19% |
| 36 | SYMBOTIC INC | SYM | 44,164 | $2.4M | 1.18% |
| 37 | DIGITAL RLTY TR INC | 253868103 | 13,682 | $2.4M | 1.18% |
| 38 | GLAUKOS CORP | GKOS | 28,784 | $2.3M | 1.17% |
| 39 | IDEXX LABS INC | 45168D104 | 3,655 | $2.3M | 1.16% |
| 40 | TRANSMEDICS GROUP INC | TMDX | 20,764 | $2.3M | 1.16% |
| 41 | GE VERNOVA INC | GEV | 3,748 | $2.3M | 1.15% |
| 42 | SERVICETITAN INC | TTAN | 22,584 | $2.3M | 1.13% |
| 43 | CROWN CASTLE INC | CCI | 23,534 | $2.3M | 1.13% |
| 44 | BOOT BARN HLDGS INC | BOOT | 13,665 | $2.3M | 1.13% |
| 45 | GRID DYNAMICS HLDGS INC | GDYN | 292,960 | $2.3M | 1.12% |
| 46 | AMPHENOL CORP NEW | 032095101 | 18,024 | $2.2M | 1.11% |
| 47 | FEDERATED HERMES INC | FHI | 41,093 | $2.1M | 1.06% |
| 48 | EPAM SYS INC | EPAM | 13,725 | $2.1M | 1.04% |
| 49 | TOAST INC | TOST | 55,080 | $2.0M | 1.00% |
| 50 | ONEMAIN HLDGS INC | OMF | 35,283 | $2.0M | 0.99% |
| 51 | ALLSTATE CORP | ALL-PJ | 9,106 | $2.0M | 0.97% |
| 52 | COSTCO WHSL CORP NEW | 22160K105 | 2,105 | $1.9M | 0.97% |
| 53 | GCM GROSVENOR INC | GCMG | 153,264 | $1.8M | 0.92% |
| 54 | ROLLINS INC | ROL | 31,111 | $1.8M | 0.91% |
| 55 | QUALCOMM INC | QCOM | 10,849 | $1.8M | 0.90% |
| 56 | HEALTHCARE RLTY TR | 42226K105 | 99,241 | $1.8M | 0.89% |
| 57 | EQUINIX INC | EQIX | 2,262 | $1.8M | 0.88% |
| 58 | EXTRA SPACE STORAGE INC | EXR | 12,402 | $1.7M | 0.87% |
| 59 | DEXCOM INC | DXCM | 25,841 | $1.7M | 0.86% |
| 60 | TRADEWEB MKTS INC | 892672106 | 15,236 | $1.7M | 0.84% |
| 61 | AVALONBAY CMNTYS INC | AWX | 8,627 | $1.7M | 0.83% |
| 62 | SYSCO CORP | SYY | 20,224 | $1.7M | 0.83% |
| 63 | TEXAS INSTRS INC | 882508104 | 8,834 | $1.6M | 0.81% |
| 64 | AMERICAN FINL GROUP INC OHIO | 025932104 | 11,052 | $1.6M | 0.80% |
| 65 | WATSCO INC | WSO-B | 3,915 | $1.6M | 0.79% |
| 66 | POOL CORP | POOL | 5,042 | $1.6M | 0.78% |
| 67 | STERIS PLC | STE | 6,316 | $1.6M | 0.78% |
| 68 | STRYKER CORPORATION | SYK | 4,212 | $1.6M | 0.77% |
| 69 | QUICKLOGIC CORP | QUIK | 256,889 | $1.6M | 0.77% |
| 70 | AVERY DENNISON CORP | AVY | 9,480 | $1.5M | 0.76% |
| 71 | INDEPENDENCE RLTY TR INC | 45378A106 | 93,761 | $1.5M | 0.76% |
| 72 | GRACO INC | GGG | 18,067 | $1.5M | 0.76% |
| 73 | TRACTOR SUPPLY CO | TSCO | 26,396 | $1.5M | 0.75% |
| 74 | MCCORMICK & CO INC | MKC-V | 22,414 | $1.5M | 0.75% |
| 75 | FASTENAL CO | FAST | 30,340 | $1.5M | 0.74% |
| 76 | HENRY JACK & ASSOC INC | 426281101 | 9,584 | $1.4M | 0.71% |
| 77 | TJX COS INC NEW | 872540109 | 9,815 | $1.4M | 0.71% |
| 78 | COMPUGEN LTD | CGEN | 964,710 | $1.4M | 0.71% |
| 79 | HOULIHAN LOKEY INC | HLI | 6,794 | $1.4M | 0.69% |
| 80 | INMODE LTD | INMD | 95,240 | $1.4M | 0.69% |
| 81 | FARMLAND PARTNERS INC | FPI | 126,121 | $1.4M | 0.68% |
| 82 | RYMAN HOSPITALITY PPTYS INC | 78377T107 | 15,099 | $1.4M | 0.67% |
| 83 | FMC CORP | FMC | 38,892 | $1.3M | 0.65% |
| 84 | HOME DEPOT INC | HD | 2,948 | $1.2M | 0.59% |
| 85 | TORO CO | TORO | 15,025 | $1.1M | 0.57% |
| 86 | VUZIX CORP | VUZI | 329,578 | $1.0M | 0.51% |
| 87 | APYX MEDICAL CORPORATION | APYX | 470,652 | $1.0M | 0.50% |
| 88 | FACTSET RESH SYS INC | 303075105 | 3,445 | $986,864 | 0.49% |
| 89 | NUSCALE PWR CORP | NU | 17,659 | $635,724 | 0.32% |